Dear valued customers and vendors, welcome to the Market Insights-Newsletter from Quiksol that delivers timely and relevant market intelligence reports about the electronics supply chain industry. We hope you could find this Market Insights valuable, and we’d love to get your feedback at Quiksol@quiksol.com.cn
Brands: Micron, Samsung, Hynix, Nanya, Kioxia, MXIC, Winbond, CPU, HDD
1, Memory market supply and demand game, the third quarter has come, the price already at bottom, the rebound is weak?
2, flash memory market supply is sufficient, the demand continues to be weak, deals are not ideal;
3, Increasing inquiry of SSD and memory, tentative release of demand, limited space for price negotiation;
4, Intel 11th generation notebook CPU becomes shortage again;
5, The server CPU inventory is overstocked and most of the OEMs are clear their stocks;
6. The GPU shortage still go on, the price of some items keep high level;
7, The price of HDD has been raised again, it becomes challenge to do the order
1, Memory market supply and demand game, the third quarter has come, the price already at bottom, the rebound is weak?
Officially entering the third quarter, the upstream and downstream of the memory market reached a consensus on the bottom of the price, and continued to pay attention to the DRAM official price and terminal demand this month. It is reported that many end customers have appeared a small pull goods last month, that has reached the bottom, and then the possibility of decline is unlikely. However, Samsung released the official price on the 10th of this month, which was actually lowered again and did not pull up the price, making the upstream and downstream confused and not quite understand the original factory's intention. The current market demand has not changed significantly, even if the end customers have reached the bottom consensus, but the market has not established consumer confidence for the future.
It is reported that Micron has cut production by 30% in order to balance the market supply and demand, and it will take some time to feed back into the market. Market brokers are conservative about Micron's stock keeping and pulling. About Micron, market price DDR3 2Gb US$0.90, DDR3 4Gb US$0.98, Micron DDR4 market price is relatively stable. Recently, the price of Hynix is relatively stable, and there is not much room for decline. Among them, the price of DDR4 8Gb and 16Gb has been slightly increased due to the lack of spot in the market, and the original factory has increased the price of some DDR4 models by 5%-10%. Terminal demand has not improved, and it is difficult for suppliers alone to raise prices.
With the explosion of AI application, HBM has become the only star product in memory products till now. Nvidia, AMD, Amazon and other giants are queuing up to grab goods. Our company can supply a Micron HBM, customers in related fields are welcome to inquire. The third quarter will be qutie a challenging for storage insiders. It is suggested to speed up the flow of inventory digestion, watch the dynamics of the original factory at all times, pay attention to the release of demand triggered by emerging technologies and products, and jointly look forward to the arrival of the fourth quarter.
2, Flash memory market supply is sufficient, the demand continues to be weak, deals are not ideal;
Nand Flash original wafer prices remain stable, it is reported that the original factory is preparing to increase the contract price. About Micron, the demand is poor, there is a demand for car model, our company has a car model, MT29F2G01ABAGD12-AAT:G with stable supply and good price, demand customers are welcome to inquire. About Kioxia, the market spot is sufficient, the price is slightly lower than last month. stay turned on the market to see whether it isl bottom out and rebound.
About Nor Flash and Micron, the price is stable with a slight decline, still need to strive for bargaining space by volume. For MXIC, the price is still on a downward trend, it is suggested to find some PPV business opportunities.
In terms of EMMC, the discontinued Micron 4GB EMMC customer has pulled goods, which is the star model last week. Low-price goods in the market are pulled away, stay turned to see if new demand is released. Our company has a good channel to support the large-capacity 16-128GB EMMC model in production. Customers with demand can consider the order, and the price is very advantageous. In Kioxia, the price of EMMC has been slightly reduced, and the original factory has reduced shipments to maintain the stability of market price. The original manufacturer of Samsung EMMC raised the price of EMMC 8GB from US$1.50 last month to US$1.60 this month, and that of EMMC 16GB from US$2.50 last month to US$2.60 this month. However, the demand is weak, and the market still opened a low price negotiation order, which did not follow the original manufacturer's price increase.
3, Increasing inquiry of SSD and memory, tentative release of demand, limited space for price negotiation;
Recently, we have seen an increase in the demand for SSD and memory, but the overall market performance is sluggish, most prices keep falling slowly, and there is limited room for price negotiation. Last month, it is reported that Samsung would raise SSD prices in July, but the actual performance had little impact and no actual action was made. Upstream channels actively offer to sell, but the factory business end order demand is not urgent, most are still based on inquiry to know market condition. The current prices are already very low with limited bargaining room.
The most shortage recently is DDR5 server memory 128GB, Samsung raised the price from about US$1000 to US$1450, and the distribution of original factory is limited. In addition, DDR5 PC memory 32GB is also in short supply recently, and the price is much higher. The market quotation is much higher than the official price, which makes it difficult for customers to accept.
4, Intel 11th generation notebook CPU becomes shortage again
After a few years of silence, Intel notebook CPUs are again being snapped up. Because the 11-generation notebook CPU is close to EOL, the subsequent original factory may not not receive new delivery orders, so the major manufacturers are grabbing new inventory. There is almost no stock for mainstream models of the 11th generation now, and the prices of goods have risen several waves. Main popular models such as i3-1115G4, i5-1135G7,i5-1145G7, i7-1165G7, etc. The typical i5-1135G7 went up from US$100 to US$150 today and continues to rise. From the overall point of view, on one hand, the Intel original factory are controlling goods; on the other hand, the factory demand has been asked in the market, causing price to keep rising.
5,The server CPU inventory is overstocked and most of the OEMs are clear their stocks
In terms of CPU, the overall demand is relatively weak, and the PC market is in a loss shipment state. No matter for the mainstream CPU or some old CPU parts, the price has been falling all the way. From last year to this year as a whole, many factories have a backlog of inventory, and in order to return funds, they are gradually throwing inventory out. For example, 8362,6240, some parts are still in short supply, such as 4310,4310T, and the price of these parts is still at a high level.
6,The GPU shortage still go on, the price of some items keep high level
Artificial intelligence has become a hot topic in recent years. In the trend of artificial intelligence promoted by ChatGPT, GPU is particularly important for the whole AI model. As the calculation basis of the whole tide of AI, GPU has become the object of "grabbing" by most Internet companies, mainly focusing on items of A100, H100, A800, H800 , and the prices of A100 and A800 have soared a lot in the past two weeks, and the 80G of A800 has been stir-fried from 70,000 RMB to 10,000 RMB, In just 2 weeks, the price of A800 raised around 30%, some industry insiders said that Nvidia is currently vigorously promoting H800, so it leads the supply tight of A800, resulting in a shortage in the market, the price of H800 is also much higher, and the current market is more than 200,000 RMB. AI chips are also affected by this wave, supply shortages, and prices continue to rise.
7,The price of HDD has been raised again, it becomes challenge to do the order
The second quarter of 2023 has passed. From the current situation, although HDD shipments cannot be compared with the same period of the previous year, the shipments are more than the previous quarter. Following the first wave of price increases at the end of May, the original factory began the second wave of price increases, which are still increasing. Now some large customers are sweeping goods, hoping to stock some commonly used parts in advance before the price rises to the highest point. However, because the original price is unstable, it is adjusted almost all the time, and the confirmation process of customer’s order takes time, so it is difficult to get order. Recently the most shipments of HDD is still concentrated in the large-capacity enterprise level, especially 12TB, 16TB & 18TB. The shipping price of 16TB is about US$260, and the shipping price of 18TB is about US$280. Other capacities below 10TB are also shipped more, like 4TB, 6TB, and 8TB all being shipped one after another. At present, the price changes rapidly, the original factory will keep increasing the price, please reconfirm the price before placing order.
If you want to have business with us, please contact our disty sales:
Mr. Zhang
86-183 6275 0919 Jerry.zhang@quiksol.com.cn
Ms. Yang
86-135 1055 9053 Jenny.yang@quiksol.com.cn
Ms. Yao
86-180 5109 2629 Fiona.Yao@quiksol.com.cn
If you want to communicate with professional buyers, please contact to:
Memory@quiksol.com.cn
CPU@quiksol.com.cn
HDD@quiksol.com.cn
(Copyright by Quiksol, welcome to reprint, please indicate the source)
Quiksol-Linkedin 
